Lyft (LYFT) Aandelenoverzicht
Lyft, Inc. exploiteert multimodale transportnetwerken die toegang bieden tot verschillende transportopties via platform- en mobiele applicaties in de Verenigde Staten en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 0/6 |
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LYFT Community Fair Values
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US$13.52
FV
2.8% overgewaardeerd intrinsieke korting48
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Lyft, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$13.90 |
| 52 Week Hoogtepunt | US$25.54 |
| 52 Week Laag | US$12.46 |
| Bèta | 1.85 |
| 1 maand verandering | -3.74% |
| 3 maanden verandering | -0.36% |
| 1 Jaar Verandering | -13.66% |
| 3 jaar verandering | 65.87% |
| 5 jaar verandering | -75.65% |
| Verandering sinds IPO | -82.25% |
Recent nieuws en updates
Seeking Alpha • 21h
Lyft: The Value Is Becoming Hard To Ignore
Summary Lyft appears deeply undervalued, with a reverse DCF implying negative 26% free cash flow growth needed to justify current prices. LYFT’s fundamentals show a non-GAAP P/E of 10.55, a GAAP P/E of 1.87, 10.55% revenue growth, and a strong ~44% net income margin. Autonomous vehicles pose a long-term threat, but the transition is expected to be gradual, and LYFT could become an acquisition target. Current valuation justify the risks, making LYFT’s risk/reward profile hard to ignore. Read the full article on Seeking Alpha
Narratiefupdate • May 14
LYFT: Hybrid AV Partnerships And Rideshare Alliances Will Support Future Profitability Profile
Lyft's updated analyst price target shifts from about $32.00 to roughly $27.71 per share, as analysts factor in recent target cuts and raises, along with more cautious assumptions on growth, margins, discount rate and future P/E expectations. Analyst Commentary Recent research on Lyft reflects a mix of caution and selective optimism, with several firms trimming price targets while others edge them higher.
Narratiefupdate • Apr 28
LYFT: Autonomous Partnerships And Profitability Risks Will Drive Cautious Future Expectations
Lyft's analyst price target has been reduced by a few dollars to reflect updated models that include slightly higher discount rates, adjusted profit margin expectations, and evolving views on its autonomous vehicle partnerships with Nvidia. Analyst Commentary Recent Street research points to a period of reassessment for Lyft, with several bearish analysts trimming price targets by varying amounts and revisiting their financial models.Recent updates
Seeking Alpha • 21h
Lyft: The Value Is Becoming Hard To Ignore
Summary Lyft appears deeply undervalued, with a reverse DCF implying negative 26% free cash flow growth needed to justify current prices. LYFT’s fundamentals show a non-GAAP P/E of 10.55, a GAAP P/E of 1.87, 10.55% revenue growth, and a strong ~44% net income margin. Autonomous vehicles pose a long-term threat, but the transition is expected to be gradual, and LYFT could become an acquisition target. Current valuation justify the risks, making LYFT’s risk/reward profile hard to ignore. Read the full article on Seeking AlphaNarratiefupdate • May 14
LYFT: Hybrid AV Partnerships And Rideshare Alliances Will Support Future Profitability Profile
Lyft's updated analyst price target shifts from about $32.00 to roughly $27.71 per share, as analysts factor in recent target cuts and raises, along with more cautious assumptions on growth, margins, discount rate and future P/E expectations. Analyst Commentary Recent research on Lyft reflects a mix of caution and selective optimism, with several firms trimming price targets while others edge them higher.Narratiefupdate • Apr 28
LYFT: Autonomous Partnerships And Profitability Risks Will Drive Cautious Future Expectations
Lyft's analyst price target has been reduced by a few dollars to reflect updated models that include slightly higher discount rates, adjusted profit margin expectations, and evolving views on its autonomous vehicle partnerships with Nvidia. Analyst Commentary Recent Street research points to a period of reassessment for Lyft, with several bearish analysts trimming price targets by varying amounts and revisiting their financial models.
Narratiefupdate • Apr 13
LYFT: Nvidia Partnership And Autonomous Shift Will Drive Future Market Expansion
Lyft's analyst price target has been trimmed by about $1 to reflect slightly lower modeled fair value, modest tweaks to the discount rate and revenue growth, and a lower assumed future P/E, even as analysts factor in the company's work with Nvidia on autonomous driving alongside fresh target cuts across several firms. Analyst Commentary Recent Street research around Lyft clusters around two themes: cautious resets to fair value and growing interest in the companys work with Nvidia on autonomous driving.Narratiefupdate • Mar 30
LYFT: Nvidia AV Collaboration And Execution Discipline Will Shape Balanced Market Outlook
Analysts have trimmed Lyft's average price targets by several dollars across multiple firms, reflecting updated models that factor in slightly higher revenue growth assumptions, a modestly lower profit margin outlook, and evolving views on the company’s Nvidia supported autonomous vehicle plans. Analyst Commentary Bearish analysts have been revisiting their Lyft models, and the result has been a series of lower price targets rather than upgrades or more constructive calls.Narratiefupdate • Mar 16
LYFT: Reset Expectations As Execution And Capital Returns Meet Balanced Market Outlook
Lyft's updated analyst price target moves in line with a series of recent Street revisions that lowered targets into the mid to high teens, as analysts refresh their models around slightly higher revenue growth assumptions, modestly lower profit margins, and a somewhat richer future P/E multiple. Analyst Commentary Recent Street research around Lyft has centered on a series of lower price targets, with multiple bearish analysts resetting expectations closer to the mid to high teens.Narratiefupdate • Mar 02
LYFT: Reset Expectations And Execution Will Shape Margins And Capital Returns
Lyft's analyst price target has been reset from about $16.45 to $13.00, as analysts factor in recent broad cuts to Street targets and temper margin expectations, even while keeping assumptions for revenue growth and future P/E broadly in line. Analyst Commentary Recent Street research on Lyft clusters around a broad wave of price target cuts, with many bearish analysts resetting their expectations lower even as they keep overall revenue and P/E frameworks broadly consistent.Narratiefupdate • Feb 16
LYFT: Execution On Margin Improvements And Partnerships Will Drive Market Expansion
Lyft's analyst price target has been reset lower, with our fair value estimate moving from $24.07 to $20.31 as analysts temper revenue growth assumptions, apply a slightly higher discount rate, and factor in lower future P/E multiples, despite modestly stronger margin expectations. Analyst Commentary Recent Street research on Lyft has been broadly aligned, with many firms trimming their price targets and reassessing both the company’s growth profile and the multiples they are willing to pay.Narratiefupdate • Feb 02
LYFT: Expanding Rideshare Partnerships Will Support Healthier Marketplace And Profitability Profile
Analysts have adjusted their Lyft price targets in a tight range, with some pulling back from prior highs and others lifting forecasts into the low to mid US$20s and up to US$32. This reflects mixed Q3 results, a more constructive view on execution, and differing opinions on how growth and profitability might balance into 2026.Narratiefupdate • Jan 19
LYFT: Profitability Targets Will Test Execution As Competition Intensifies
Narrative Update Analysts lifted our fair value estimate for Lyft from $10.13 to $16.45. This reflects updated views that pair more conservative revenue growth and a slightly higher discount rate with stronger expected profit margins and a modestly lower future P/E multiple, informed by recent price target moves and commentary around execution, user experience improvements, and sector sentiment.Narratiefupdate • Jan 05
LYFT: Expanding Rideshare Partnerships Will Support Stronger Marketplace And Earnings Outlook
The analyst fair value estimate for Lyft has increased slightly to $32.00 from $31.78, as analysts highlight a series of price target raises based on improving rides growth, a more robust gross bookings outlook into 2026, and clearer execution progress under the current strategy, despite still mixed near term profitability trends. Analyst Commentary Bullish analysts continue to lift their price targets on Lyft, citing a combination of improving rides growth, stronger gross bookings guidance, and clearer strategic execution under the current leadership team.Narratiefupdate • Dec 14
LYFT: Rising Rideshare Partnerships Will Drive Stronger Earnings Power Ahead
Analysts have raised their blended price target for Lyft from about $24 to roughly $32 per share. They cite growing confidence in accelerating bookings and rides growth, improving execution, and a clearer path to sustained profitability.Narratiefupdate • Nov 30
LYFT: Autonomous Rollout And Partnerships Will Drive Market Expansion Through 2026
Lyft’s analyst price target has increased modestly, rising from approximately $23.46 to $24.07. Analysts are citing improving outlooks for the company’s growth trajectory and execution following recent quarterly updates.Narratiefupdate • Nov 16
LYFT: Outlook Will Balance Cost Savings And Execution Amid Heightened Competition
Lyft’s fair value estimate has been raised from $20.18 to $23.46. Analysts point to robust guidance, ongoing marketplace improvements, solid execution, and strategic partnerships supporting the company’s outlook.Analyseartikel • Nov 12
Lyft, Inc. (NASDAQ:LYFT) Looks Just Right With A 26% Price Jump
Despite an already strong run, Lyft, Inc. ( NASDAQ:LYFT ) shares have been powering on, with a gain of 26% in the last...Narratiefupdate • Nov 01
LYFT: Future Profit Margins And Autonomous Partnerships Will Shape Competitive Position
Lyft's analyst price target has increased from $19.12 to $20.18 per share. Analysts point to stronger profit margins, recent partnership momentum, and favorable industry trends supporting the company's outlook.Narratiefupdate • Oct 18
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Lyft's updated analyst price target has edged down modestly by $0.17 to $19.12 as analysts weigh continued progress on autonomous vehicle partnerships and operational efficiencies, while making only slight adjustments to growth and margin outlooks. Analyst Commentary Recent analyst reports reflect a mix of optimism and caution regarding Lyft's outlook, as firms weigh the company's strategic partnerships, operational performance, and competitive positioning within the dynamic ride-hailing sector.Narratiefupdate • Oct 04
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Lyft's analyst price target has increased by approximately $1.07, as recent research highlights strategic momentum in autonomous vehicle partnerships and anticipated cost savings. These factors are expected to support improved growth prospects and market positioning.Narratiefupdate • Sep 19
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Analysts have raised Lyft’s price target to $18.22, citing accelerating growth, financial outperformance, margin improvements, strategic partnerships (including AV and international expansion), and anticipated cost savings from regulatory changes, though concerns about competitive pressures and AV disruption remain. Analyst Commentary Bullish analysts highlight Lyft's accelerating growth and financial outperformance, with record levels in key rideshare metrics, enhanced EBITDA and free cash flow margins, and a positive growth outlook driven by the Freenow acquisition and international expansion.Analyseartikel • Sep 09
A Piece Of The Puzzle Missing From Lyft, Inc.'s (NASDAQ:LYFT) 32% Share Price Climb
Lyft, Inc. ( NASDAQ:LYFT ) shareholders would be excited to see that the share price has had a great month, posting a...
Nieuw narratief • Apr 22
Price Lock And Media Launch Will Redefine Rideshare In 2025
Expanding high-margin offerings and innovative services is expected to enhance margins, revenue, and transform operational costs.Seeking Alpha • Apr 22
Lyft Is Making A Comeback: Why Shares Are A Must-Buy Now
Summary Lyft's fundamentals remain strong with U.S. ride pricing recovering and Q1 2025 DAUs growing 5% YoY, suggesting stable revenue outlook. The $200 million Freenow acquisition doubles Lyft's addressable market in Europe, adding €1 billion in annual bookings, but buybacks might have been more accretive. I project Lyft to generate $1.5 billion in free cash flow by 2027, making its current valuation of 3x 2027 FCF highly attractive. Despite recent pricing headwinds, I remain bullish on Lyft's rapid profitability and FCF expansion, expecting gross bookings to grow at 10-15% CAGR. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
Lyft: Holding Firm Ground Against Uber
Summary Shares of Lyft have continued to crash in 2025, pushing the stock to a very cheap ~8x adjusted EBITDA and ~4x FCF multiples. I'm upgrading Lyft to a strong buy, especially on the back of strong Q4 results that showed record-breaking bookings at a 15% y/y growth pace. Lyft's pure rideshare focus is more recession-proof than Uber (as delivery orders are more discretionary), offering stable demand amid potential economic downturns. Risks include the end of the Delta partnership and potential Uber price wars, but these are already priced into Lyft's ultra-cheap stock. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Lyft: Deep Value In Ride Share With GAAP Profitability
Summary Lyft's stock is undervalued, trading at a steep discount to Uber, despite achieving GAAP profitability and maintaining a strong balance sheet. Wall Street appears concerned with the company's relative underperformance to Uber. Autonomous vehicles pose a significant risk, but at a 0.75x sales multiple, Lyft's valuation appears attractive with a fair value estimate of $17 per share. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Lyft: Mobileye Partnership Could Shift The Competitive Landscape
Summary Lyft's Q4 earnings were solid, with the company generating strong growth and continuing to improve its margins. Guidance was fairly soft, though. While growth is likely to remain solid in 2025, particularly from high margin revenue sources like advertising, investors appear to be focused on the fact growth is decelerating. Lyft's robotxai partnership with Mobileye could have significant long-term implications, potentially reducing the risk of disruption for incumbent ride-hailing platforms. The fact that Lyft has a healthy balance sheet and is now cash flow positive puts it in a strong position, particularly if the robotaxi threat ends up being manageable. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Lyft: Strategic Initiatives To Drive Further Growth And Improved Profitability
Summary In 3Q24, LYFT generated $1.52 billion in revenues, posting a growth of 31.52% y/y and 6.06% q/q. Net margin improved to -0.79% while FCF increased by 70% q/q. Strategic partnerships and initiatives, including collaborations with DoorDash and autonomous vehicle companies, will fuel LYFT's topline growth in FY2025. LYFT's profitability is likely to improve as the company embarks on other initiatives to reduce costs and improve revenue take-rates by reducing incentive expenses. Valuation analysis indicates LYFT is undervalued. Based on current price to sales and consensus revenue estimates, there is a potential upside of more than 30%. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Lyft: Why ~$1.5 Billion Of FCF By 2027 Could Be Possible
Summary Lyft's Q3 2024 financials show 32% revenue growth and $242.8 million in positive free cash flow, indicating strong underlying profitability despite minimal GAAP profits. Management's 2027 targets include 15% annual gross bookings growth and a 4% Adjusted EBITDA margin, potentially generating nearly $1 billion in FCF; $1.8 billion in FCF for upside case. Autonomous vehicles are unlikely to disrupt Lyft's core business soon; the company can integrate AVs into its existing platform if needed. At $14 per share, Lyft is undervalued; I assign a "Strong Buy" rating with a base case target price of $21, highlighting significant upside potential. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Lyft: Proving That Rideshare Is A 2-Player Market In The U.S.
Summary Lyft's Q3 earnings exceeded expectations, with 32% y/y revenue growth to $1.52 billion and 16% y/y gross bookings growth. Shares jumped ~20% in response. Importantly, the company is also guiding to potential acceleration in bookings in Q4, stoking additional enthusiasm for the stock. Its bookings strength is also coming amid cuts to promotional spending. The company struck a new partnership with DoorDash to provide rideshare discounts to DashPass subs, and also signed deals to roll out autonomous rideshare next year. LYFT stock still trades at a considerably lower revenue multiple than its chief rival, Uber, leaving plenty of room for further upside. Read the full article on Seeking AlphaSeeking Alpha • Sep 22
Lyft: Not My Favorite, But No Denying It's Cheap
Summary Lyft is undervalued at a Fwd P/S of 0.9, making it worth considering despite my preference for Uber. Q2 was strong for Lyft with record metrics, 40% YoY revenue growth, GAAP profitability, and over $250M in free cash flow. Lyft has consistently driven double-digit growth in active rides, with similar trends expected in Q3. Despite competition with Uber, Lyft's performance suggests it could deserve a higher valuation multiple. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Lyft: Buy The Dip In This Incredibly Cheap Stock, Focus On Its Profit Growth
Summary Shares of Lyft crashed nearly 20% after reporting Q2 results, primarily on a weaker bookings outlook for Q3. The company has elected to focus on profitable growth, pulling back on incentives and sales and marketing. As a result, it hit GAAP profitability for the first time. That's not to say growth is lacking: the company is also hitting new records in rides, active riders, and gross bookings. The stock is trading at an incredibly cheap ~7x adjusted EBITDA multiple. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Lyft: First Wait For The Profits, Then Brace For The Upside (Rating Upgrade)
Summary Lyft stock has underperformed this year despite strong financial performance and a high net cash position. Management has outlined ambitious 2027 targets that see the company sustaining aggressive top-line growth alongside expanding profit margins. The stock is trading at a steep discount compared to close competitor Uber, presenting high potential upside if management executes against its targets. I am upgrading the stock to buy. Read the full article on Seeking AlphaSeeking Alpha • May 15
Lyft: With Accelerating Bookings And EBITDA Gains, There's A Reason To Smile Again (Rating Upgrade)
Summary Lyft's focus on domestic operations and profitable growth has led to accelerated ridership growth and increased profitability. The rideshare company is exploring additional routes to monetization, such as Lyft Media, which will contribute to margin expansion. Lyft has strong secular tailwinds, diversified modes of transport, operational focus, and a strong balance sheet, making it a promising investment. Read the full article on Seeking AlphaSeeking Alpha • May 01
Lyft: Ready To Ride - Initiating A Buy Rating
Summary I am initiating Lyft with a buy rating ahead of earnings, expecting improved top line growth and reduced operating loss this quarter. I see a comeback moment for Lyft as the company positions itself for share expansion under CEO David Risher. Also, I see a surge in revenue per active ride and an increase in active rides in 2H24 due to initiatives like Women+ Connect and "on-time pickup promise" I share my thoughts on Lyft stock here and why I think it has more upside in 2024. Read the full article on Seeking AlphaRendement voor aandeelhouders
| LYFT | US Transportation | US Markt | |
|---|---|---|---|
| 7D | 7.2% | -0.8% | 1.0% |
| 1Y | -13.7% | 12.1% | 28.7% |
Rendement versus industrie: LYFT presteerde slechter dan de US Transportation -sector, die het afgelopen jaar een rendement van 12.1 % opleverde.
Rendement versus markt: LYFT presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.7 % opleverde.
Prijsvolatiliteit
| LYFT volatility | |
|---|---|
| LYFT Average Weekly Movement | 5.8% |
| Transportation Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: LYFT heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van LYFT is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2007 | 3,913 | John Risher | www.lyft.com |
Lyft, Inc. exploiteert multimodale transportnetwerken die toegang bieden tot verschillende transportopties via platform- en mobiele applicaties in de Verenigde Staten en internationaal. Het bedrijf faciliteert peer-to-peer ridesharing door chauffeurs die voertuigen hebben te verbinden met rijders die een rit nodig hebben. Het exploiteert ook het Lyft Platform dat een marktplaats biedt waar chauffeurs kunnen worden gekoppeld aan rijders via de mobiele applicatie van Lyft.
Lyft, Inc. Samenvatting
| LYFT fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$5.12b |
| Inkomsten(TTM) | US$2.86b |
| Inkomsten(TTM) | US$6.52b |
1.8x
Koers/Winstverhouding0.8x
P/S-verhoudingIs LYFT overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| LYFT resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$6.52b |
| Kosten van inkomsten | US$4.20b |
| Brutowinst | US$2.32b |
| Overige uitgaven | -US$534.39m |
| Inkomsten | US$2.86b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 7.52 |
| Brutomarge | 35.62% |
| Nettowinstmarge | 43.82% |
| Schuld/Eigen Vermogen Verhouding | 34.5% |
Hoe presteerde LYFT op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 07:46 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Lyft, Inc. wordt gevolgd door 64 analisten. 40 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| null null | Argus Research Company |
| Ross Sandler | Barclays |